Shirley Horner signed Shipbob, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shipbob, Inc.'s EIN is 46-5666023.
Download the official 2024 Form 5500 (PDF) for Shipbob, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shipbob, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $135K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT/FINANCIAL ADVI | $40K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $4.0M | 18.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.7M | 12.5% | |
| BlackRock LifePath 2055 Fund | Other securities | — | — | $2.2M | 10.1% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $2.0M | 9.0% | |
| BlackRock LifePath 2050 Fund | Other securities | — | — | $1.5M | 6.7% | |
| BlackRock LifePath 2045 Fund | Other securities | — | — | $853K | 3.9% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $638K | 2.9% | |
| BlackRock LifePath 2065 Fund | Other securities | — | — | $620K | 2.8% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $585K | 2.7% | |
| BlackRock LifePath 2035 Fund | Other securities | — | — | $553K | 2.5% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $482K | 2.2% | |
| MFS Growth Fund | Mutual Funds | — | — | $411K | 1.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $381K | 1.7% | |
| PUT LARGE CAP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $347K | 1.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $289K | 1.3% | |
| Fidelity Intl Bond Index Fund | Common Collective Trusts | — | — | $276K | 1.3% | |
| AB Small Cap Growth Portfolio Fund | Other securities | — | — | $254K | 1.2% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $250K | 1.1% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $240K | 1.1% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $223K | 1.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $199K | 0.9% | |
| AMC Small Cap Value Fund | Other securities | — | — | $171K | 0.8% | |
| BlackRock LifePath Retirement Fund | Other securities | — | — | $152K | 0.7% | |
| BlackRock LifePath 2030 Fund | Other securities | — | — | $150K | 0.7% | |
| Allspring Special MC Value Fund | Other securities | — | — | $140K | 0.6% | |
| Allspring Core Plus Bond Fund | Other securities | — | — | $26K | 0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
